The following is basic information about making a bequest or gift by will to the Ivy Foundation of Montgomery, Inc. Careful planning under tax laws designed to encourage philanthropy makes possible a significant contribution to the future of the Ivy Foundation of Montgomery, Inc. and a perpetual recognition of a donor’s support.
We address here the ways in which gifts can be made by will to benefit the Ivy Foundation of Montgomery, Inc. The suggestions, however, are not all inclusive. Where tax benefits are mentioned, these relate only to Federal tax laws, but the laws of the state often make possible additional savings.
Since individual circumstances control the most advantageous arrangement for each person, planning must be done in consultation with legal and other advisors.